Estate And Trust Administrator

Request More Information

Canadian Securities Institute seeks your permission to contact you on the details given in your profile for the purpose of sharing course content, updates and offers.

Yes No

Home > Explore > Career Map > Estate And Trust Administrator

What is the Estate And Trust Administrator’s role?

The Estate/Trust Administrator (TA) position provides administrative support to trust officers directly responsible for the estate, trust, POA and agency accounts. The TA will have some direct contact with estate and trust clients as well as their beneficiaries.

This is a professional career that will progress in level of responsibility and increased complexity as experience is gained. It can be a lifelong career or it can be part of a component within a career progression plan leading to a position as a trust officer or trust manager. Salary will generally increase with the level of responsibility.

What are the responsibilities of this role?

Preparation of appropriate documentation for regulatory, tax, legal and government agencies and related documents on behalf of estates, trusts and POAs
Managing the day-to-day estate and trust administration including beneficiary communications, bill payments and disbursements
Carrying out trust accounting transactions including capital or revenue charges, receipts, fees and adjustments for estates and trusts accounts. Preparation of probate documentation
Communications with other financial institutions